#chip-competition

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#google
Tech industry
fromTNW | Artificial-Intelligence
1 day ago

Google in talks with Marvell Technology to build new AI inference chips alongside Broadcom TPU programme

Google is collaborating with Marvell Technology to develop new AI chips, enhancing its custom silicon supply chain for inference processing.
Tech industry
fromTNW | Artificial-Intelligence
1 day ago

Google in talks with Marvell Technology to build new AI inference chips alongside Broadcom TPU programme

Google is collaborating with Marvell Technology to develop new AI chips, enhancing its custom silicon supply chain for inference processing.
European startups
fromwww.dw.com
22 hours ago

How China is reshaping the global chip industry

The US imposed export curbs on advanced semiconductors to limit China's technological advancements and military capabilities.
#intel
from24/7 Wall St.
6 days ago
Business

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Business
from24/7 Wall St.
3 weeks ago

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.
Business
from24/7 Wall St.
17 hours ago

Intel Finally Has a Shot at a Comeback-If It Can Execute

Intel's stock has surged nearly 75% year-to-date, raising questions about its future value in the AI chip market.
Gadgets
fromTheregister
3 days ago

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.
Toronto startup
from24/7 Wall St.
1 week ago

Intel Lands Musk's $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel joins Elon Musk's Terafab project to enhance its foundry ambitions and produce advanced AI chips.
Business
from24/7 Wall St.
6 days ago

Susquehanna Raises Intel's Price Target to $65: Is the Struggling Chipmaker Finally Turning the Corner?

Intel's stock has surged, prompting Susquehanna to raise its price target to $65, indicating confidence in the company's near-term performance.
Business
from24/7 Wall St.
3 weeks ago

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.
#apple
Apple
fromComputerworld
15 hours ago

Is this where Apple Silicon will be in 5 years?

Apple is advancing chip technology with 2nm, 1.4nm, and sub-1nm processors, enhancing performance and energy efficiency across its hardware by 2030.
Apple
fromPadailypost
7 hours ago

Tim Cook out as Apple CEO, taps iPhone hardware head as successor

Tim Cook is stepping down as Apple CEO, succeeded by John Ternus, after a 15-year tenure that significantly increased the company's market value.
Apple
fromComputerworld
10 hours ago

Apple CEO Tim Cook stepping down, to be replaced by John Ternus

Tim Cook is stepping down as CEO of Apple on September 1, to be succeeded by John Ternus.
Apple
from24/7 Wall St.
17 hours ago

4 Reasons Apple Could Be the First Mag Seven Name to Hit New All-Time Highs

Apple stock remains resilient amid market chaos and is positioned for growth, particularly in AI and China.
Tech industry
fromEngadget
2 weeks ago

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
Apple
fromComputerworld
15 hours ago

Is this where Apple Silicon will be in 5 years?

Apple is advancing chip technology with 2nm, 1.4nm, and sub-1nm processors, enhancing performance and energy efficiency across its hardware by 2030.
Apple
fromPadailypost
7 hours ago

Tim Cook out as Apple CEO, taps iPhone hardware head as successor

Tim Cook is stepping down as Apple CEO, succeeded by John Ternus, after a 15-year tenure that significantly increased the company's market value.
Apple
fromComputerworld
10 hours ago

Apple CEO Tim Cook stepping down, to be replaced by John Ternus

Tim Cook is stepping down as CEO of Apple on September 1, to be succeeded by John Ternus.
Apple
from24/7 Wall St.
17 hours ago

4 Reasons Apple Could Be the First Mag Seven Name to Hit New All-Time Highs

Apple stock remains resilient amid market chaos and is positioned for growth, particularly in AI and China.
Tech industry
fromEngadget
2 weeks ago

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
Cars
fromFortune
13 hours ago

Ford's CEO says Tesla doesn't have an 'updated vehicle,' and now he's pivoting to catch up with his real competitor: China's BYD | Fortune

Ford CEO Jim Farley is focusing on Chinese EV competitors like Xiaomi and BYD to improve Ford's offerings.
#ai
Artificial intelligence
fromTNW | Insights
2 days ago

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

DeepSeek's optimization of AI models for Huawei chips poses a significant threat to US technological dominance.
Business
from24/7 Wall St.
15 hours ago

Can Credo's $750 Million Optics Bet Turn Copper's Limits Into Your Portfolio Gains?

AI data centers' copper demand creates a projected global deficit, pushing for optical solutions to meet future needs.
Tech industry
from24/7 Wall St.
6 days ago

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.
Artificial intelligence
fromTNW | Insights
2 days ago

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

DeepSeek's optimization of AI models for Huawei chips poses a significant threat to US technological dominance.
Business
from24/7 Wall St.
15 hours ago

Can Credo's $750 Million Optics Bet Turn Copper's Limits Into Your Portfolio Gains?

AI data centers' copper demand creates a projected global deficit, pushing for optical solutions to meet future needs.
Tech industry
from24/7 Wall St.
6 days ago

"Every Chip Is Getting Used Instantly" - Here's Why Google's AI Dominance May Be Unstoppable

Google's dominance in AI chip ownership positions it as the future leader in technology.
#samsung
Toronto startup
fromTNW | Tech
5 days ago

Musk is asking chip suppliers to move at 'light speed' for his Terafab AI

Musk's teams are actively seeking quotes for chipmaking equipment for the Terafab AI chip fabrication project.
#micron-technology
from24/7 Wall St.
2 days ago
Tech industry

If You Had Bought $1,000 of Micron Technology at Its IPO, Here's How Much You Would Have Today (Try Not to Cry)

Silicon Valley
from24/7 Wall St.
5 days ago

Barron's Said Micron Was the Cheapest Stock in America. The Skeptics Were Wrong.

Micron Technology's stock surged 557% in a year, driven by AI demand and significant earnings growth.
Tech industry
from24/7 Wall St.
2 days ago

If You Had Bought $1,000 of Micron Technology at Its IPO, Here's How Much You Would Have Today (Try Not to Cry)

Micron Technology is positioned to benefit from the growing demand for high-bandwidth memory in AI systems amid supply constraints.
Tech industry
from24/7 Wall St.
4 days ago

Buy, Sell or Hold Micron at $445 or SanDisk at $885?

Micron and SanDisk are both rated Buy, but Micron presents a stronger risk-reward case amid accelerating demand for memory products.
Business
from24/7 Wall St.
3 weeks ago

Micron Slides 5% as Google's AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology's stock is falling due to fears over reduced demand for memory products following Google's AI memory-compression algorithm announcement.
Tech industry
from24/7 Wall St.
3 weeks ago

Micron's Future Hinges on 2 Emerging Challenges

Micron Technology reported a 771% earnings surge, but faces long-term challenges from AI efficiency and increased competition from SK Hynix.
Tech industry
from24/7 Wall St.
1 month ago

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.
#amd
Business
from24/7 Wall St.
17 hours ago

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.
Business
from24/7 Wall St.
6 days ago

Advanced Micro Devices (AMD) Stock at $250: Buy, Sell or Hold?

AMD's stock at $250 is a buy due to strong earnings momentum and significant AI growth potential.
from24/7 Wall St.
2 months ago
Business

Can AMD Reach a $1 Trillion Valuation in 2026?

AMD's accelerating revenue and EPS growth, paired with around 10% AI GPU market share, could enable a $1 trillion valuation by 2028.
Business
from24/7 Wall St.
17 hours ago

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.
Business
from24/7 Wall St.
4 days ago

AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?

AMD stock rises 6% due to catalysts in AI chip development and partnerships, signaling growing investor confidence.
Business
from24/7 Wall St.
6 days ago

Advanced Micro Devices (AMD) Stock at $250: Buy, Sell or Hold?

AMD's stock at $250 is a buy due to strong earnings momentum and significant AI growth potential.
Tech industry
fromComputerworld
13 hours ago

Global RAM shortage appears set to continue through 2027

The memory chip shortage is expected to persist throughout the year due to surging AI demand, with supply not normalizing until 2028.
fromwww.businessinsider.com
3 hours ago

What smart people are saying about Tim Cook's legacy at Apple

Tim Cook is a legend. I am very thankful for everything he has done and I am very thankful for Apple.
Apple
fromYanko Design - Modern Industrial Design News
23 hours ago

Two Makers Just Built the Pocket Linux PC Big Tech Refused To Make - Yanko Design

The CyberFold is a foldable clamshell cyberdeck that bears a striking resemblance to an oversized Nintendo Game Boy Advance SP. Inside is a surprisingly capable Linux computer, complete with a touchscreen, a full QWERTY keyboard, stereo speakers, and a proper port selection.
Gadgets
#nvidia
European startups
from24/7 Wall St.
3 days ago

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Nvidia's CEO argues for allowing chip sales to China to prevent loss of market share and revenue for American companies.
Tech industry
fromFuturism
11 hours ago

Nvidia CEO Loses His Cool at Tough Question

Nvidia CEO Jensen Huang expressed strong opposition to the idea that selling AI chips to China would harm the U.S. tech industry.
Tech industry
from24/7 Wall St.
4 days ago

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.
European startups
from24/7 Wall St.
3 days ago

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Nvidia's CEO argues for allowing chip sales to China to prevent loss of market share and revenue for American companies.
Tech industry
fromFuturism
11 hours ago

Nvidia CEO Loses His Cool at Tough Question

Nvidia CEO Jensen Huang expressed strong opposition to the idea that selling AI chips to China would harm the U.S. tech industry.
Tech industry
from24/7 Wall St.
4 days ago

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.
fromGSMArena.com
5 days ago

IDC: Global smartphone shipments decline by 4% as Samsung leads all makers in Q1

A total of 289.7 million devices were shipped in the first three months of 2026, representing a 4.1% decline compared to the same period last year.
Mobile UX
Tech industry
fromThe Verge
2 days ago

The RAM shortage could last years

Manufacturers are expected to meet only 60% of DRAM demand by 2027, with shortages potentially lasting until 2030.
European startups
fromTechCrunch
5 days ago

Chipmakers AMD, Arm, and Qualcomm are all investing in this buzzy self-driving tech startup | TechCrunch

Chipmakers AMD, Arm, and Qualcomm invested $60 million in Wayve's self-driving technology, enhancing its $1.2 billion Series D funding round.
Business
from24/7 Wall St.
3 days ago

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.
#semiconductor
Business
from24/7 Wall St.
5 days ago

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Three semiconductor ETFs are competing for investor dollars in 2026, each with different strategies for growth in the chip industry.
Business
from24/7 Wall St.
3 weeks ago

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

Lam Research shows the strongest revenue growth among semiconductor equipment leaders, while Applied Materials lags behind.
Mobile UX
fromGSMArena.com
2 weeks ago

Here's how much more Xiaomi is currently paying for memory and storage

Xiaomi is facing a significant increase in RAM and storage costs, impacting smartphone pricing and margins.
fromEngadget
1 day ago

The next Mac Studio and MacBook Pro releases could be postponed by several months

At least two of the company's upcoming machines could debut a little later than the company initially planned, referencing the refreshes to Apple's desktop and its laptop that's expected to get a touchscreen.
Apple
#semiconductors
World politics
fromSilicon Canals
4 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Tech industry
fromTechzine Global
3 weeks ago

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.
World politics
fromSilicon Canals
4 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Tech industry
fromTechzine Global
3 weeks ago

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.
#ai-infrastructure
from24/7 Wall St.
4 days ago
Tech industry

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

ASML and TSMC confirm accelerating hyperscaler infrastructure spending, validating the AI buildout's strength and signaling sustained chip demand.
Tech industry
from24/7 Wall St.
1 week ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Tech industry
from24/7 Wall St.
4 days ago

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

ASML and TSMC confirm accelerating hyperscaler infrastructure spending, validating the AI buildout's strength and signaling sustained chip demand.
Tech industry
from24/7 Wall St.
1 week ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Business
from24/7 Wall St.
4 days ago

Stifel Raises Marvell's Target to $140: Is This AI Chip Dark Horse Ready to Break Out?

Marvell Technology's stock is gaining bullish analyst attention, with price targets raised due to strong growth in AI-levered semiconductor markets.
Tech industry
fromEngadget
3 days ago

A lot of you panic-bought PCs to avoid RAMaggedon 2026

AI-driven demand for memory and storage is causing pre-emptive computer purchases, leading to a 3.2% increase in global PC shipments in Q1 2026.
Apple
fromComputerworld
3 days ago

How to think about Apple Business

Apple Business is suitable for small businesses using Apple devices but lacks capabilities for larger enterprises and advanced compliance needs.
#tsmc
Business
fromTechzine Global
1 week ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Business
fromTechzine Global
1 week ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Business
from24/7 Wall St.
1 week ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
#microsoft
Tech industry
fromEngadget
6 days ago

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.
Tech industry
fromEngadget
6 days ago

Microsoft raises prices on Surface PCs due to skyrocketing RAM costs

Microsoft has significantly increased prices across its Surface product line due to rising component costs influenced by generative AI.
Business
from24/7 Wall St.
2 weeks ago

How Big Will Taiwan Semiconductor's Beat Be on April 16?

Taiwan Semiconductor Manufacturing is expected to report strong Q1 2026 results, driven by high AI demand and significant revenue growth.
Tech industry
from24/7 Wall St.
2 weeks ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
Artificial intelligence
from24/7 Wall St.
1 month ago

AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?

TSMC and AMD offer different paths to AI exposure, with TSMC providing better risk-reward through lower valuation despite AMD's strong recent performance.
Gadgets
fromTheregister
2 months ago

Rising memory costs see vendors change terms and conditions

Surging memory prices and constrained supply are forcing vendors to shorten quote expiration windows and expand rights to change or cancel orders before shipment.
Tech industry
from24/7 Wall St.
3 weeks ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
fromTechCrunch
1 month ago

US reportedly considering sweeping new chip export controls | TechCrunch

U.S. regulators have allegedly drafted rules that would require U.S. government approval to ship AI chips anywhere outside the U.S., according to Bloomberg, citing sources. This would give the U.S. significantly more control over companies like AMD and Nvidia.
European startups
Gadgets
fromwww.dw.com
2 months ago

AI-fueled chip shortage drives up smartphone prices

Rising AI-driven demand for memory chips is raising semiconductor prices, creating supply bottlenecks and pushing up smartphone and computer costs.
European startups
fromTechzine Global
1 month ago

"AI chips will remain in America unless foreign countries invest in the US"

The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.
European startups
fromTechzine Global
1 month ago

Calls for a 'Chinese ASML' are growing louder, but it is still a long way off

Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.
#asml-monopoly
European startups
from24/7 Wall St.
1 month ago

ASML Targets TSM in Advanced Packaging: Strategic Expansion or Unnecessary Gamble?

ASML dominates EUV lithography with an insurmountable competitive moat, but risks 'de-worsification' by diversifying into advanced packaging where TSMC currently leads.
European startups
from24/7 Wall St.
1 month ago

ASML Targets TSM in Advanced Packaging: Strategic Expansion or Unnecessary Gamble?

ASML dominates EUV lithography with an insurmountable competitive moat, but risks 'de-worsification' by diversifying into advanced packaging where TSMC currently leads.
Tech industry
fromFortune
1 month ago

AI's memory chip shortage is quietly taxing the entire economy | Fortune

AI demand for high-bandwidth memory chips is driving up consumer electronics prices globally by diverting production capacity from commodity memory chips.
Apple
fromGSMArena.com
2 months ago

Apple faces pressure as Samsung hikes up DRAM prices

DRAM price surges (Samsung +80%, SK Hynix +100%) will raise 2026 device costs, likely forcing higher retail prices including for Apple's iPhone 18 series.
Tech industry
fromTechzine Global
1 month ago

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
Tech industry
fromTheregister
2 months ago

DRAM prices expected to nearly double in Q1

DRAM and NAND flash contract prices are expected to surge sharply in Q1 2026 due to AI hyperscaler demand, higher PC shipments, and strained supply chains.
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